See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,861 | $105,860+189.9% | $90,749+238.1% | $134,475+128.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.47% | -11.01%-10.5pp | -12.16%-9.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,289 | $3,462-62.8% | $2,921-55.9% | $4,740-72.8% |
| Participant deferral / active EE | $1,894 | $5,216-63.7% | $4,564-58.5% | $6,400-70.4% |
| Admin fee / account holder | $7,933 | $13,938-43.1% | $8,445-6.1% | $11,426-30.6% |